Purchases and Sales Made in Q2 2023 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q2 2023. The information is specifically focused on institutions that hold shares of Apple Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4.81K+ 13.6% |
$770K - $933K
|
40.2K
$9.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
4.8K+ 10.15% |
$768K - $930K
|
52.1K
$12.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.79K+ 11.11% |
$768K - $930K
|
47.9K
$11.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.78K+ 23.08% |
$765K - $927K
|
25.5K
$6.26M
|
|
|
Aug 15, 2023
Q2 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
4.77K+ 8.47% |
$764K - $926K
|
61.1K
$15M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.77K+ 1.03% |
$763K - $924K
|
467K
$115M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.73K+ 2.81% |
$758K - $918K
|
173K
$42.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
4.72K+ 65.09% |
$756K - $916K
|
12K
$2.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.71K+ 1.0% |
$754K - $914K
|
478K
$117M
|
|
|
Aug 11, 2023
Q2 2023
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
4.7K+ 0.65% |
$752K - $912K
|
724K
$178M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
4.69K+ 7.47% |
$751K - $910K
|
67.5K
$16.6M
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
4.69K+ 2.91% |
$751K - $910K
|
166K
$40.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.67K+ 2.21% |
$748K - $907K
|
216K
$53M
|
|
|
Aug 10, 2023
Q2 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.65KNew |
$745K - $902K
|
4.65K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
4.64KNew |
$744K - $901K
|
4.64K
$1.14M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.64K+ 1.48% |
$742K - $899K
|
317K
$77.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.63KNew |
$741K - $898K
|
4.63K
$1.14M
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
4.62K+ 43.82% |
$739K - $895K
|
15.1K
$3.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
4.59KNew |
$735K - $891K
|
4.59K
$1.13M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
4.56K+ 23.78% |
$730K - $885K
|
23.7K
$5.83M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.56K+ 0.3% |
$730K - $884K
|
1.53M
$377M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.55K+ 4.75% |
$729K - $883K
|
100K
$24.7M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
4.53K+ 7.56% |
$725K - $879K
|
64.4K
$15.8M
|
|
|
Jul 31, 2023
Q2 2023
|
5th Street Advisors, LLC
|
BUY
|
- |
4.49K+ 73.89% |
$719K - $871K
|
10.6K
$2.59M
|
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4.49K+ 12.43% |
$719K - $871K
|
40.6K
$9.96M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
4.49K+ 3.08% |
$718K - $870K
|
150K
$36.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
4.48K+ 35.05% |
$717K - $869K
|
17.3K
$4.24M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.46K+ 24.34% |
$713K - $864K
|
22.8K
$5.59M
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
4.44K+ 100.68% |
$711K - $861K
|
8.85K
$2.17M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.42K+ 8.69% |
$707K - $857K
|
55.2K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.41K+ 14.01% |
$705K - $855K
|
35.8K
$8.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
4.4K+ 10.91% |
$704K - $853K
|
44.7K
$11M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
4.39K+ 96.21% |
$703K - $851K
|
8.95K
$2.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Grace & White Inc
|
BUY
|
- |
4.37K+ 29.02% |
$700K - $848K
|
19.4K
$4.77M
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
4.32K+ 4.27% |
$691K - $837K
|
105K
$25.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
BUY
|
- |
4.29K+ 5.67% |
$687K - $832K
|
79.9K
$19.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
4.27KNew |
$683K - $828K
|
4.27K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.24K+ 37.58% |
$679K - $823K
|
15.5K
$3.82M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4.23K+ 5.89% |
$677K - $820K
|
76K
$18.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
4.2K+ 7.6% |
$672K - $815K
|
59.4K
$14.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
4.2K+ 17.57% |
$672K - $814K
|
28.1K
$6.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
4.18KNew |
$670K - $811K
|
4.18K
$1.03M
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
4.18K+ 12.35% |
$669K - $811K
|
38K
$9.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.17K+ 4.88% |
$668K - $809K
|
89.6K
$22M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
4.17K+ 2.91% |
$667K - $808K
|
147K
$36.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
4.16K+ 3.99% |
$665K - $806K
|
108K
$26.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
4.14K+ 6.3% |
$663K - $803K
|
69.9K
$17.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.12K+ 1.04% |
$659K - $798K
|
400K
$98.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
4.11K+ 3.15% |
$658K - $797K
|
135K
$33.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
4.08K+ 1.68% |
$653K - $792K
|
247K
$60.6M
|